Client Intake

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Please fill out the following information so we can customize your sites.

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IF YOU'VE ALREADY SIGNED UP AND HAVE AN EXISTING WEBSITE

Existing URL for the tax website

Existing URL for the CPA website

NEW DOMAIN NAMES

**You will need two new domain names to go with your two new websites. The idea to to choose something as short as possible and as easy to remember as possible. (IE: redwoodtaxnc.com).

If you don't have a preference you can go to Host Gator or Go Daddy and find two domain names you like and buy them. Most directors have two variations of the same domain name to keep it simple. (IE: redwoodtaxnc.com and redwoodcpanc.com)

Make sure you do NOT select a domain that includes terms like "financial planning," "life insurance," or "annuities." This is a kiss of death. Stick with terms like "Redwood Tax Specialists." Some ideas include redwoodtax.com, lowermy.tax or crushthetax.com

***You don't need to purchase hosting or anything else. Just the domain names which should be about $10 each.

New Domain Name for Tax Site

New Domain Name for CPA Site

Once you get your domain names come back to this page and enter in your login information below

REGISTRAR (IE: Host Gator, Go Daddy, etc)